Web2CRM integrates Internet Lead Capture form submission from your website into data records in your CRM system It is offered as a SaaS solution with hosting of all the technology necessary to create, present, and process the form data With Web2CRM you can build a website form in just a few minutes! – with no programming required

1. xRM4Legal for the Call Center
Web2CRM Print Screens

2. Introduction
• Web2CRM integrates Internet Lead Capture
form submission from your website into data
records in your CRM system
• It is offered as a SaaS solution with hosting of
all the technology necessary to create,
present, and process the form data
• With Web2CRM you can build a website form
in just a few minutes! – with no programming
required

3. 7 Easy Steps
1. Login
2. Select Organization
3. Select Form
4. Design Form
5. Save Form / Preview HTML
6. Publish
7. Copy and Paste HTML

4. Login

5. Select Organization

6. Select Form
Multiple forms can be
created per CRM
entity for audience-
specific webform
layouts

7. Design Form
Link form data to records in CRM such as
Campaign Responses, Cases and
Client/Contact/PNCs

8. Save Form / Preview HTML

9. Publish

10. Copy and Paste HTML

11. Test from Website

12. Test Record Creation in CRM